HHID HOUSEHOLD IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 6 Decimals: 0
..................................................................................
18167 000003-213479. Household Identification Number
PN RESPONDENT PERSON IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 3 Decimals: 0
..................................................................................
10033 010. Person Identifier
398 011. Person Identifier
10 012. Person Identifier
5516 020. Person Identifier
85 021. Person Identifier
5 022. Person Identifier
841 030. Person Identifier
31 031. Person Identifier
1 032. Person Identifier
1203 040. Person Identifier
42 041. Person Identifier
2 042. Person Identifier
HSUBHH 2002 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 1 Decimals: 0
..................................................................................
17305 0. Original sample household - no split from divorce or separation
of spouses or partners
456 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
339 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
17 5. Split household - one half of couple from SUBHH 1 or 2
2 6. Split household - one half of couple from SUBHH 1 or 2
48 7. Reunited household - respondents from split household reunite
GSUBHH 2000 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 1 Decimals: 0
..................................................................................
17490 0. Original sample household - no split from divorce or separation
of spouses or partners
356 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
275 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
11 5. Split household - one half of couple from SUBHH 1 or 2
1 6. Split household - one half of couple from SUBHH 1 or 2
34 7. Reunited household - respondents from split household reunite
HPN_SP 2002 SPOUSE/PARTNER PERSON NUMBER
Section: K Level: Respondent Type: Character Width: 3 Decimals: 0
..................................................................................
5033 010. Person Identifier
371 011. Person Identifier
9 012. Person Identifier
4531 020. Person Identifier
78 021. Person Identifier
4 022. Person Identifier
720 030. Person Identifier
28 031. Person Identifier
2 032. Person Identifier
1034 040. Person Identifier
40 041. Person Identifier
3 042. Person Identifier
5 811. New Spouse of Non-Original Respondent
2 821. New Spouse of Non-Original Respondent
1 831. New Spouse of Non-Original Respondent
1 841. New Spouse of Non-Original Respondent
6305 Blank. INAP (Inapplicable)
HCSR 2002 WHETHER COVERSHEET RESPONDENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
..................................................................................
12350 1. YES
197 3. 2nd Coverscreen R, answers not retained
5620 5. NO
HFAMR 2002 WHETHER FAMILY RESPONDENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
..................................................................................
12347 1. Family R
12 3. 2nd Family R, answers not retained
5808 5. Non-Family R
HFINR 2002 WHETHER FINANCIAL RESPONDENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
..................................................................................
12319 1. Financial R
9 3. 2nd Financial R, answers not retained
5839 5. Non-Financial R
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
HK001 WORK FOR PAY MORE THAN FEW MOS
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BK_EMPHISTORY.K003_EverWrkPay Ref 2000: G3953
Have you ever worked for pay for more than a few months?
..................................................................................
94 1. YES
18 5. NO
8. DK (Don't Know)
4 9. RF (Refused)
18051 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
HK002 LAST WRKED WHEN-YR
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BK_EMPHISTORY.K004_YrLastWrkPay Ref 2000: G3954
When did you last work for pay?
YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
86 1950 2002 1994.27 9.26 18078
-----------------------------------------------------------------
9998. DK (Don't Know)
3 9999. RF (Refused)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (K004_YrLastWrkPay = EMPTY)
HK003 LAST WRKED WHEN-YRS AGO
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BK_EMPHISTORY.K005_YrsAgoWrkPay Ref 2000: G3955
(When did you last work for pay?)
YEARS AGO:
..................................................................................
5 3-47. Actual Value
98. DK (Don't Know)
99. RF (Refused)
18162 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay < piInitA062T2YrsAgo_A) OR (K004_YrLastWrkPay >
YEAR (SYSDATE))) AND (K005_YrsAgoWrkPay = 0)))
AND (NOT ((K005_YrsAgoWrkPay > 2) AND (K004_YrLastWrkPay = 0)))
HK004 LAST WRKED-MO
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BK_EMPHISTORY.K006_ Ref 2000: G3957
In what month was that?
..................................................................................
2 1. JAN
4 2. FEB
2 3. MAR
3 4. APR
2 5. MAY
4 6. JUN
7. JUL
2 8. AUG
2 9. SEP
10. OCT
1 11. NOV
3 12. DEC
2 98. DK (Don't Know)
99. RF (Refused)
18140 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
HK005 SELF/OTHER EMPLOYED
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BK_EMPHISTORY.K007_LstJobSelfOthEmp Ref 2000: G3958
The next questions are about the last job you had. We're interested in your
situation near the end of this job. Did you work for someone else, were you
self-employed, or what?
IWER: IF R SAYS, 'I RAN MY OWN BUSINESS' ENTER 'SELF-EMPLOYED'
..................................................................................
71 1. SOMEONE ELSE
11 2. SELF-EMPLOYED
8. DK (Don't Know)
1 9. RF (Refused)
18084 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
HK006M INDUSTRY - MASKED
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BK_EMPHISTORY.K008_IndLastJob Ref 2000: G3960M
(What kind of business or industry did you work in-- that is, what did they
make or do at the place where you worked?/What industry did you work in? That
is, what did your company do or make? (What industry did you typically work
in?))
User Note: Code categories have been collapsed to protect participant
confidentiality.
..................................................................................
4 1. Agriculture, Forestry, Fishing (010-031)
5 2. Mining and Construction (040-060)
4 3. Manufacturing: Non-durable (100-222)
9 4. Manufacturing: Durable (230-392)
5 5. Transportation (400-472)
6. Wholesale (500-571)
10 7. Retail (580-691)
5 8. Finance, Insurance, and Real Estate (700-712)
8 9. Business and Repair Services (721-760)
6 10. Personal Services (761-791)
2 11. Entertainment and Recreation (800-802)
17 12. Professional and Related Services (812-892)
6 13. Public Administration (900-932)
98. DK (Don't Know)
2 99. RF (Refused)
18084 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
HK007M TYPE WRK DONE - MASKED
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BK_EMPHISTORY.K010_TypeWorkLastJob Ref 2000: G3962M
What sort of work did you do? (Tell me a little more about what you did.)
User Note: Code categories have been collapsed to protect participant
confidentiality.
..................................................................................
11 1. Agriculture, Forestry, Fishing (010-031)
11 2. Mining and Construction (040-060)
8 3. Manufacturing: Non-durable (100-222)
11 4. Manufacturing: Durable (230-392)
5. Transportation (400-472)
1 6. Wholesale (500-571)
2 7. Retail (580-691)
7 8. Finance, Insurance, and Real Estate (700-712)
4 9. Business and Repair Services (721-760)
4 10. Personal Services (761-791)
2 11. Entertainment and Recreation (800-802)
1 12. Professional and Related Services (812-892)
2 13. Public Administration (900-932)
6 14. Operators: machine (703-799)
10 15. Operators: transport, etc
2 16. Operators: handlers, etc
17. Member of Armed Forces (900)
98. DK (Don't Know)
1 99. RF (Refused)
18084 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
HK008 HRS WRK PR WK
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: BK_EMPHISTORY.K011_ Ref 2000: G3963
How many hours a week did you usually work (for this employer/in this
business)?
HOURS PER WEEK:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
80 0 100 42.05 15.17 18084
-----------------------------------------------------------------
1 998. DK (Don't Know)
2 999. RF (Refused)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND (K007_LstJobSelfOthEmp <> SLFEMPD)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
HK009 COULD REDUCE HRS IF WANTED
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BK_EMPHISTORY.K012_ Ref 2000: G3964
Not counting any overtime hours, could you have reduced the number of hours in
your regular work schedule?
..................................................................................
16 1. YES
31 5. NO
1 8. DK (Don't Know)
9. RF (Refused)
18119 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND (K007_LstJobSelfOthEmp <> SLFEMPD)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K012_ <> NO) AND K012_ <> NONRESPONSE)
HK010 COULD REDUCE HRS IF WANTED- AFFECT PAY
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BK_EMPHISTORY.K013_ Ref 2000: G3965
Could you have reduced your work hours by quite a lot, say to half what you
usually worked, without affecting either your hourly pay rate or your fringe
benefits?
..................................................................................
7 1. YES
8 5. NO
1 8. DK (Don't Know)
9. RF (Refused)
18151 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
HK011 WKS WRK PR YR
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BK_EMPHISTORY.K014_ Ref 2000: G3966
IWER: READ SLOWLY
Counting paid vacations as weeks of work, how many weeks a year did you
usually work?
# OF WEEKS:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
80 4 52 50.45 6.33 18084
-----------------------------------------------------------------
3 98. DK (Don't Know)
99. RF (Refused)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
HK012 EARNINGS WHEN LEFT
Section: K Level: Respondent Type: Numeric Width: 9 Decimals: 2
CAI Reference: BK_EMPHISTORY.K015_ Ref 2000: G3967
How much were you earning, before deductions, when you left that employer?
IWER: IF RESPONDENT WAS A TEACHER, RECORD ANNUAL SALARY/stopped working for
the business?)
IWER: IF R REPORTS A 'PER HOUR' AMOUNT, BE SURE TO RECORD CENTS IF APPLICABLE
AMOUNT:
..................................................................................
68 0-120000. Actual Value
12 999999998. DK (Don't Know); NA (Not Ascertained)
3 999999999. RF (Refused)
18084 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((K015_ <> 0) AND K015_ <> NONRESPONSE)
HK013 EARNINGS WHEN LEFT- PER
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BK_EMPHISTORY.K016_ Ref 2000: G3968
(How much were you earning, before deductions, when you left that employer?
IWER: IF RESPONDENT WAS A TEACHER, RECORD ANNUAL SALARY/stopped working for
the business?))
PER:
..................................................................................
33 1. HOUR
6 2. WEEK
1 3. EVERY TWO WEEKS / BI-WEEKLY
6 4. MONTH
5. TWICE A MONTH
22 6. YEAR
7. OTHER (SPECIFY); including per visit, class, mile, job
8. DK (Don't Know)
9. RF (Refused)
18099 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (K007_LstJobSelfOthEmp <> SLFEMPD)
HK014 # OF EMPLOYEES AT LOCATION
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BK_EMPHISTORY.K018_ Ref 2000: G3970
About how many employees worked for that company or organization at the
location where you worked?
IWER: DO NOT PROBE DK/RF
# OF EMPLOYEES:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
35 1 5000 573.71 1327.42 18119
-----------------------------------------------------------------
12 9998. DK (Don't Know)
1 9999. RF (Refused)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (K007_LstJobSelfOthEmp <> SLFEMPD)
AND (K018_ = NONRESPONSE)
HK015 ESTIMATED # EMPLOYEES AT LOCATION
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BK_EMPHISTORY.K019_ Ref 2000: G3971
Was it fewer than 5, 5 to 14, 15 to 24, 25 to 99, 100 to 499, or 500 or more?
..................................................................................
1. FEWER THAN 5
2. 5 TO 14
3. 15 TO 24
4 4. 25 TO 99
1 5. 100 TO 499
5 6. 500 OR MORE
2 8. DK (Don't Know)
1 9. RF (Refused)
18154 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
HK016 TOTAL # OF EMPLOYEES
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: BK_EMPHISTORY.K020_ Ref 2000: G3972
About how many employees worked for that company or organization at all
locations?
IWER: DO NOT PROBE DK/RF
ENTER '-2' IF ONLY ONE LOCATION)
THE NUMBER MUST BE AT LEAST AS LARGE AS K018)
# OF EMPLOYEES:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
28 0 40000 2863.82 8397.09 18114
-----------------------------------------------------------------
5 -2. ONE LOCATION
19 99998. DK (Don't Know)
1 99999. RF (Refused)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (K020_ = NONRESPONSE)
HK017 ESTIMATED TOTAL # EMPLOYEES
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BK_EMPHISTORY.K021_ Ref 2000: G3973
Was it fewer than 5, 5 to 14, 15 to 24, 25 to 99, 100 to 499, or 500 or more?
..................................................................................
1. FEWER THAN 5
2. 5 TO 14
3. 15 TO 24
3 4. 25 TO 99
2 5. 100 TO 499
12 6. 500 OR MORE
2 8. DK (Don't Know)
1 9. RF (Refused)
18147 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
HK018 START WRK-YR
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BK_EMPHISTORY.K022_YrStrtWrkPay Ref 2000: G3974
When did you start working for (that employer/yourself)?
YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
74 1949 2001 1984.18 14.37 18089
-----------------------------------------------------------------
2 9998. DK (Don't Know)
2 9999. RF (Refused)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND (K022_YrStrtWrkPay = EMPTY)
HK019 START WRK-YRS AGO
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BK_EMPHISTORY.K023_YrsAgoStrtWrkPay Ref 2000: G3975
When did you start working for (that employer/yourself))
YEARS AGO:
..................................................................................
4 18-24. Actual Value
98. DK (Don't Know)
99. RF (Refused)
18163 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND (K022_YrStrtWrkPay = EMPTY)
AND (K023_YrsAgoStrtWrkPay = EMPTY)
HK020 START WRK- AT AGE
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BK_EMPHISTORY.K024_AgeStrtWrkPay Ref 2000: G3976
When did you start working for (that employer/yourself)
AT AGE:
..................................................................................
1 20. Actual Value
98. DK (Don't Know)
99. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
HK021 EARNINGS WHEN STARTED
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 2
CAI Reference: BK_EMPHISTORY.K025_ Ref 2000: G3977
How much were you earning, before taxes and other deductions, when you
started?
IWER: IF R REPORTS A 'PER HOUR' AMOUNT, BE SURE TO RECORD CENTS IF APPLICABLE
AMOUNT:
..................................................................................
44 0-70000. Actual Value
8 99999998. DK (Don't Know)
1 99999999. RF (Refused)
18114 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K025_ <> 0) AND K025_ <> NONRESPONSE)
HK022 EARNINGS WHEN STARTED- PER
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BK_EMPHISTORY.K026_ Ref 2000: G3978
(How much were you earning, before taxes and other deductions, when you
started?)
PER:
..................................................................................
25 1. HOUR
5 2. WEEK
1 3. EVERY TWO WEEKS / BI-WEEKLY
2 4. MONTH
5. TWICE A MONTH
11 6. YEAR
7. OTHER (SPECIFY); including per visit, class, mile, job
8. DK (Don't Know)
9. RF (Refused)
18123 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
HK023 UNION CONTRACT/EMPLOYEE CONTRACT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BK_EMPHISTORY.K028_ Ref 2000: G3988
Were you covered on that job by a union or employee-association contract?
..................................................................................
8 1. YES
45 5. NO
8. DK (Don't Know)
9. RF (Refused)
18114 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
HK024M1 WHY LEFT EMPLOYER- 1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BK_EMPHISTORY.K029M Ref 2000: G3989M1
Why did you leave that employer?/stop working at this business?)
IWER: PROBE IF NECESSARY: (Did the business close, were you laid off or let
go, did you leave to take care of family members, or what?)
DO NOT PROBE BUT ENTER ALL THAT APPLY
..................................................................................
2 1. BUSINESS CLOSED; business moved or sold
8 2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
13 3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
5 4. FAMILY CARE; marriage; pregnancy; child care; husband's wishes;
wanted more time at home; to be with family
1 5. Went to school/received more training
7 6. QUIT; bored/burned out; didn't like job/wanted a change;
problems with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stressful
15 7. RETIRED
1 8. R (family) moved
9. Sold business (own); closed business (own); gave business to
another person
13. Strike
14. Divorce/Separation
15. Handed over responsibilities to other family members
16. Transportation; distance to work
23. To travel
24. Early retirement incentive/offer
25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
94. Transferred; spouse transferred
95. R has not left/still has this job
97. OTHER (SPECIFY)
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF(Refused)
18114 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
HK024M2 WHY LEFT EMPLOYER- 2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BK_EMPHISTORY.K029M Ref 2000: G3989M1
Why did you leave that employer?/stop working at this business?)
IWER: PROBE IF NECESSARY: (Did the business close, were you laid off or let
go, did you leave to take care of family members, or what?)
DO NOT PROBE BUT ENTER ALL THAT APPLY
..................................................................................
1. BUSINESS CLOSED; business moved or sold
2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
4. FAMILY CARE; marriage; pregnancy; child care; husband's wishes;
wanted more time at home; to be with family
5. Went to school/received more training
6. QUIT; bored/burned out; didn't like job/wanted a change;
problems with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stressful
7. RETIRED
8. R (family) moved
9. Sold business (own); closed business (own); gave business to
another person
13. Strike
14. Divorce/Separation
15. Handed over responsibilities to other family members
16. Transportation; distance to work
23. To travel
24. Early retirement incentive/offer
25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
94. Transferred; spouse transferred
95. R has not left/still has this job
97. OTHER (SPECIFY)
98. DK(Don't Know)
99. RF(Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
HK026 INCLUDED IN PENSION PLAN
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BK_PENSIONLOOP.K031_ Ref 2000: G3990
(Were/Aside from IRAs or Keogh plans, were) you included in a pension or
retirement plan, or in any tax deferred savings plan, when you worked for
(that employer/yourself)?
..................................................................................
37 1. YES
44 5. NO
8. DK (Don't Know)
2 9. RF (Refused)
18084 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
HK027 # PENSION PLANS
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BK_PENSIONLOOP.K032_NumPensLstJob Ref 2000: G3991
In how many different pension plans were you included on that job?
1-8 PLANS
..................................................................................
1 0. Zero Pension Plans
17 1. One Pension Plan
4 2. Two Pension Plans
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
18145 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K032_NumPensLstJob = DONTKNOW)
HK028 ONE PLAN OR MORE
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BK_PENSIONLOOP.K033_
Is this just one plan or more than one?
..................................................................................
1. ONE PLAN
3. MORE THAN ONE
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HK029_1 TYPE OF PENSION PLAN-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK.W001A Ref 2000: G3994_1
(I would like to know about the type of the most important pension or
retirement plan you had./Now I have some questions about the next most
important of these plans.)
I would like to know what type of plan this was.
(In some retirement plans, call them Type A, benefits are usually based on a
formula involving age, years of service and salary. In other plans, call them
Type B, money is accumulated in an account for you.) Was your plan Type A or
Type B?
IWER: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY
PURCHASE PLANS, AND CASH BALANCE PLANS ARE ALL TYPE B RETIREMENT PLANS
TYPE A PLANS ARE OFTEN CALLED 'DEFINED BENEFIT' PLANS
TYPE B PLANS ARE OFTEN CALLED 'DEFINED CONTRIBUTION'
..................................................................................
10 1. TYPE A
11 2. TYPE B
3. BOTH TYPES
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
18146 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HK030_1 AMOUNT IN PENSION WHEN LEFT-B-1
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W002A Ref 2000: G3995_1
PENSION TYPE B - ACCOUNT
(For this part of your pension where money is accumulated in an account, how
/How) much money was in your account when you left that
(business/employer/job)?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8 3500-300000. Actual Value
2 999998. DK (Don't Know); NA (Not Ascertained)
1 999999. RF (Refused)
18156 Blank. INAP (Inapplicable)
HK031_1 AMOUNT IN PENSION WHEN LEFT-B -MIN-1
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W003A
W003A-W005A Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
2 0. Value of Breakpoint
1 20001. Value of Breakpoint
18164 Blank. INAP (Inapplicable)
HK032_1 AMOUNT IN PENSION WHEN LEFT-B -MAX-1
Section: K Level: Respondent Type: Numeric Width: 7 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W004A
..................................................................................
1 19999. Value of Breakpoint
1 49999. Value of Breakpoint
1 1500000. Value of Breakpoint
18164 Blank. INAP (Inapplicable)
HK033_1 AMOUNT IN PENSION WHEN LEFT-B -RESULT-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W005A
..................................................................................
97. Data Not Available
1 98. DK (Don't Know)
99. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HK034_1A DISPOSITION OF PENSION-B-1-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G3996_1
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
1 1. WITHDREW THE MONEY
2 2. ROLLED OVER INTO IRA
3 3. LEFT TO ACCUMULATE
2 4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
3 7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
18156 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HK034_1B DISPOSITION OF PENSION-B-1-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G3996_1
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (W006B.CARDINAL <> 1)
HK035_1 AMOUNT LEFT IN OLD ACCOUNT-B-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W008A
PENSION TYPE B - ACCOUNT
How much money did you leave in the old account to accumulate?
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HK036_1 AMOUNT IN PENSION NOW-B-1
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W009A Ref 2000: G3997_1
PENSION TYPE B - ACCOUNT
How much is in that account now?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 11000. Actual Value
2 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
18164 Blank. INAP (Inapplicable)
HK037_1 AMOUNT IN PENSION NOW-B -MIN-1
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W010A
W010A-W012A Unfolding Sequence
Question text: Does it amount to less than $______, more than $______, or
what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
1 0. Value of Breakpoint
1 50001. Value of Breakpoint
18165 Blank. INAP (Inapplicable)
HK038_1 AMOUNT IN PENSION NOW-B -MAX-1
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W011A
..................................................................................
1 19999. Value of Breakpoint
1 149999. Value of Breakpoint
18165 Blank. INAP (Inapplicable)
HK039_1 AMOUNT IN PENSION NOW-B -RESULT-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W012A
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HK040_1 AMOUNT CONVERTED TO ANNUITY-B-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W013A
PENSION TYPE B - ACCOUNT
How much did you convert to annuity?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HK041_1 AGE WHEN ANNUITY STARTED-B-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W014A Ref 2000: G3998_1
PENSION TYPE B - ACCOUNT
How old were you when you started receiving the benefits from that annuity?
IWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE THEY WILL
BEGIN, AND NOTE THIS IN COMMENT BOX
..................................................................................
2 52-65. Actual Value
98. DK (Don't Know)
99. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HK042_1 AMOUNT OF ANNUITY-B-1
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W015A Ref 2000: G3999_1
PENSION TYPE B - ACCOUNT
How much are the benefits per month or year?
IWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
AMOUNT:
..................................................................................
1 11000. Actual Value
1 99998. DK (Don't Know)
99999. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (CONVERTTOANNUITY IN W006B)
AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL))
HK043_1 AMOUNT OF ANNUITY PER-B-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W016A Ref 2000: G4000_1
PENSION TYPE B - ACCOUNT
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
1 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK044_1 AMOUNT OF PENSION ROLLOVER-B-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W018A
PENSION TYPE B - ACCOUNT
How much did the rollover amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((TRANSFERREDTONEWEMPLOYER IN W006B) AND (W006B.CARDINAL <> 1))
HK045_1 AMOUNT OF TRANSFER-B-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W019A
PENSION TYPE B - ACCOUNT
How much did the transfer amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HK046_1A DISPOSITION OF PENSION-A-1-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4002001
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HK046_1B DISPOSITION OF PENSION-A-1-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4002001
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HK047_1 MONTH START RECEIVING BENEFITS-A-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W023A Ref 2000: G4003_1
PENSION TYPE A - FORMULA
In what month and year did you start to receive these benefits?
MONTH:
..................................................................................
1. JAN
2. FEB
3. MAR
4. APR
5. MAY
2 6. JUN
2 7. JUL
2 8. AUG
9. SEP
10. OCT
2 11. NOV
1 12. DEC
98. DK (Don't Know)
99. RF (Refused)
18158 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HK048_1 YEAR START RECEIVING BENEFITS-A-1
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W024A Ref 2000: G4004_1
PENSION TYPE A - FORMULA
(In what month and year did you start to receive these benefits?)
YEAR:
..................................................................................
9 1992-2002. Actual Value
9998. DK (Don't Know)
9999. RF (Refused)
18158 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK049_1 AMOUNT OF BENEFITS-1
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W025A Ref 2000: G4005_1
PENSION TYPE A - FORMULA
How much are the benefits per month or year?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8 150-14000. Actual Value
99998. DK (Don't Know)
1 99999. RF (Refused)
18158 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HK053_1 AMOUNT OF BENEFITS PER-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W026A Ref 2000: G4006_1
PENSION TYPE A - FORMULA
(How much are the benefits per month or year?)
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
7 4. MONTH
1 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18159 Blank. INAP (Inapplicable)
HK050_1 AMOUNT OF PENSION BENEFITS- MIN-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Do they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
..................................................................................
1 0. Value of Breakpoint
18166 Blank. INAP (Inapplicable)
HK051_1 AMOUNT OF PENSION BENEFITS- MAX-1
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J117_
..................................................................................
1 16000. Value of Breakpoint
18166 Blank. INAP (Inapplicable)
HK052_1 AMOUNT OF PENSION BENEFITS- RESULT-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J118_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
1 99. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HK054_1 ADJUSTED FOR COST OF LIVING-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W028A Ref 2000: G4008_1
PENSION TYPE A - FORMULA
Are the benefits adjusted for changes in the cost of living?
..................................................................................
3 1. YES
6 5. NO
8. DK (Don't Know)
9. RF (Refused)
18158 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK055_1 EVER ADJUSTED FOR COST OF LIVING-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W029A
PENSION TYPE A - FORMULA
Have they ever been adjusted for changes in the cost of living?
..................................................................................
1 1. YES
5 5. NO
8. DK (Don't Know)
9. RF (Refused)
18161 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HK059_1 AMOUNT OF CASH SETTLEMENT-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W030A Ref 2000: G4010_1
PENSION TYPE A - FORMULA
How much did the cash settlement amount to?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HK056_1 AMOUNT OF CASH SETTLEMENT - MIN-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
..................................................................................
18167 Blank. INAP (Inapplicable)
HK057_1 AMOUNT OF CASH SETTLEMENT - MAX-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J124_
..................................................................................
18167 Blank. INAP (Inapplicable)
HK058_1 AMOUNT OF CASH SETTLEMENT- RESULT-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J125_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK060_1A WHAT R DID W/ CASH-A-1-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4011001
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK061_1 AMOUNT OF ROLLOVER-A-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W033A Ref 2000: G4012_1
PENSION TYPE A - FORMULA
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piWhichSection <> 1)
HK062_1 NUMBER OF YEARS IN PLAN-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W034A Ref 2000: G4013_1
PENSION TYPE A - FORMULA
How many years altogether were you included in this plan?
IWER: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN
ROUND THE VALUE TO THE NEAREST YEAR
0-50 YEARS
..................................................................................
1 2. Number of Years
8. DK (Don't Know)
9. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HK063_1 AGE EXPECT TO REC BENEFITS-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W035A Ref 2000: G4014_1
PENSION TYPE A - FORMULA
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
1 70. Actual Value
96. ALREADY RECEIVING ALL BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HK064_1 FORM OF EXPECTED BENEFITS-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W036A Ref 2000: G4015_1
PENSION TYPE A - FORMULA
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
..................................................................................
1. PERCENT OF PAY
1 2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know)
9. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piSecAStartInterviewA009_SelfPrxy = SLF)
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (W036A = PERCENTOFPAY)
HK065_1 EXPECTED BENEFIT-PCT FINAL PAY-1
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W037A Ref 2000: G4016_1
PENSION TYPE A - FORMULA
IWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
998. DK (Don't Know)
999. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HK066_1 AMOUNT OF EXPECTED BENEFITS-1
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W038A Ref 2000: G4017_1
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: How much do you expect to receive?
DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 3000. Amount
9998. DK (Don't Know)
9999. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HK067_1 EXPECTED BENEFITS PER-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W039A Ref 2000: G4018_1
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
1 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18166 Blank. INAP (Inapplicable)
HK068_1 AMOUNT OF EXPECTED BENEFITS- MIN-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
..................................................................................
18167 Blank. INAP (Inapplicable)
HK069_1 AMOUNT OF EXPECTED BENEFITS- MAX-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J134_
..................................................................................
18167 Blank. INAP (Inapplicable)
HK070_1 AMOUNT OF EXPECTED BENEFITS- RESULT-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J135_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK071_1 EXPECTED BENEFITS-LUMP SUM-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W041A Ref 2000: G4020_1
PENSION TYPE A - FORMULA
IWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND ((piWhichSection < 4) AND (W001A <> REFUSAL))
HK072_1 EARLIEST AGE LEAVE/REC PENSION-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK.W042EarlyAgeRecPen Ref 2000: G4028_1
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
1-80 AGE
95 NO AGE REQUIREMENT
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
13 52 65 60.15 4.36 18145
-----------------------------------------------------------------
3 95. NO AGE REQUIREMENT
5 98. DK (Don't Know)
1 99. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HK029_2 TYPE OF PENSION PLAN-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK.W001A Ref 2000: G3994_2
(I would like to know about the type of the most important pension or
retirement plan you had./Now I have some questions about the next most
important of these plans.)
I would like to know what type of plan this was.
(In some retirement plans, call them Type A, benefits are usually based on a
formula involving age, years of service and salary. In other plans, call them
Type B, money is accumulated in an account for you.) Was your plan Type A or
Type B?
IWER: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY
PURCHASE PLANS, AND CASH BALANCE PLANS ARE ALL TYPE B RETIREMENT PLANS
TYPE A PLANS ARE OFTEN CALLED 'DEFINED BENEFIT' PLANS
TYPE B PLANS ARE OFTEN CALLED 'DEFINED CONTRIBUTION'
..................................................................................
1. TYPE A
4 2. TYPE B
3. BOTH TYPES
8. DK (Don't Know)
9. RF (Refused)
18163 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HK030_2 AMOUNT IN PENSION WHEN LEFT-B-2
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W002A Ref 2000: G3995_2
PENSION TYPE B - ACCOUNT
(For this part of your pension where money is accumulated in an account, how
/How) much money was in your account when you left that
(business/employer/job)?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
3 25000-50000. Actual Value
999998. DK (Don't Know)
1 999999. RF (Refused)
18163 Blank. INAP (Inapplicable)
HK031_2 AMOUNT IN PENSION WHEN LEFT-B -MIN-2
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W003A
W003A-W005A Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
1 5001. Value of Breakpoint
18166 Blank. INAP (Inapplicable)
HK032_2 AMOUNT IN PENSION WHEN LEFT-B -MAX-2
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W004A
..................................................................................
1 19999. Value of Breakpoint
18166 Blank. INAP (Inapplicable)
HK033_2 AMOUNT IN PENSION WHEN LEFT-B -RESULT-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W005A
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HK034_2A DISPOSITION OF PENSION-B-2-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G3996_2
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
1 1. WITHDREW THE MONEY
2 2. ROLLED OVER INTO IRA
1 3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18163 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HK034_2B DISPOSITION OF PENSION-B-2-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G3996_2
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (W006B.CARDINAL <> 1)
HK035_2 AMOUNT LEFT IN OLD ACCOUNT-B-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W008A
PENSION TYPE B - ACCOUNT
How much money did you leave in the old account to accumulate?
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HK036_2 AMOUNT IN PENSION NOW-B-2
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W009A Ref 2000: G3997_2
PENSION TYPE B - ACCOUNT
How much is in that account now?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 30000. Amount
99998. DK (Don't Know)
99999. RF (Refused)
18166 Blank. INAP (Inapplicable)
HK037_2 AMOUNT IN PENSION NOW-B -MIN-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W010A
W010A-W012A Unfolding Sequence
Question text: Does it amount to less than $______, more than $______, or
what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
18167 Blank. INAP (Inapplicable)
HK038_2 AMOUNT IN PENSION NOW-B -MAX-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W011A
..................................................................................
18167 Blank. INAP (Inapplicable)
HK039_2 AMOUNT IN PENSION NOW-B -RESULT-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W012A
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HK040_2 AMOUNT CONVERTED TO ANNUITY-B-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W013A
PENSION TYPE B - ACCOUNT
How much did you convert to annuity?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HK041_2 AGE WHEN ANNUITY STARTED-B-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W014A Ref 2000: G3998_2
PENSION TYPE B - ACCOUNT
How old were you when you started receiving the benefits from that annuity?
IWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE THEY WILL
BEGIN, AND NOTE THIS IN COMMENT BOX
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HK042_2 AMOUNT OF ANNUITY-B-2
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W015A Ref 2000: G3999_2
PENSION TYPE B - ACCOUNT
How much are the benefits per month or year?
IWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
AMOUNT:
..................................................................................
99998. DK (Don't Know)
99999. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (CONVERTTOANNUITY IN W006B)
AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL))
HK043_2 AMOUNT OF ANNUITY PER-B-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W016A Ref 2000: G4000_2
PENSION TYPE B - ACCOUNT
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK044_2 AMOUNT OF PENSION ROLLOVER-B-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W018A
PENSION TYPE B - ACCOUNT
How much did the rollover amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((TRANSFERREDTONEWEMPLOYER IN W006B) AND (W006B.CARDINAL <> 1))
HK045_2 AMOUNT OF TRANSFER-B-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W019A
PENSION TYPE B - ACCOUNT
How much did the transfer amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HK046_2A DISPOSITION OF PENSION-A-2-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4002007
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HK046_2B DISPOSITION OF PENSION-A-2-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4002007
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HK047_2 MONTH START RECEIVING BENEFITS-A-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W023A Ref 2000: G4003_2
PENSION TYPE A - FORMULA
In what month and year did you start to receive these benefits?
MONTH:
..................................................................................
1. JAN
2. FEB
3. MAR
4. APR
5. MAY
6. JUN
7. JUL
8. AUG
9. SEP
10. OCT
11. NOV
12. DEC
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HK048_2 YEAR START RECEIVING BENEFITS-A-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W024A Ref 2000: G4004_2
PENSION TYPE A - FORMULA
(In what month and year did you start to receive these benefits?)
YEAR:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK049_2 AMOUNT OF BENEFITS-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W025A Ref 2000: G4005_2
PENSION TYPE A - FORMULA
How much are the benefits per month or year?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HK053_2 AMOUNT OF BENEFITS PER-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W026A Ref 2000: G4006_2
PENSION TYPE A - FORMULA
(How much are the benefits per month or year?)
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HK050_2 AMOUNT OF PENSION BENEFITS- MIN-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Do they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
..................................................................................
18167 Blank. INAP (Inapplicable)
HK051_2 AMOUNT OF PENSION BENEFITS- MAX-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J117_
..................................................................................
18167 Blank. INAP (Inapplicable)
HK052_2 AMOUNT OF PENSION BENEFITS- RESULT-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J118_
..................................................................................
97. Data Not Available
98. DK (Don’t Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HK054_2 ADJUSTED FOR COST OF LIVING-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W028A Ref 2000: G4008_2
PENSION TYPE A - FORMULA
Are the benefits adjusted for changes in the cost of living?
..................................................................................
1. YES
5. NO
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK055_2 EVER ADJUSTED FOR COST OF LIVING-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W029A
PENSION TYPE A - FORMULA
Have they ever been adjusted for changes in the cost of living?
..................................................................................
1. YES
5. NO
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HK059_2 AMOUNT OF CASH SETTLEMENT-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W030A Ref 2000: G4009_2
PENSION TYPE A - FORMULA
How much did the cash settlement amount to?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HK056_2 AMOUNT OF CASH SETTLEMENT - MIN-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
..................................................................................
18167 Blank. INAP (Inapplicable)
HK057_2 AMOUNT OF CASH SETTLEMENT - MAX-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J124_
..................................................................................
18167 Blank. INAP (Inapplicable)
HK058_2 AMOUNT OF CASH SETTLEMENT- RESULT-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J125_
..................................................................................
97. Data Not Available
98. DK (Don’t Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK060_2A WHAT R DID W/ CASH-A-2-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4010_2
PENSION TYPE A - FORMULA
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK061_2 AMOUNT OF ROLLOVER-A-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W033A Ref 2000: G4012_2
PENSION TYPE A - FORMULA
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piWhichSection <> 1)
HK062_2 NUMBER OF YEARS IN PLAN-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W034A Ref 2000: G4013_2
PENSION TYPE A - FORMULA
How many years altogether were you included in this plan?
IWER: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN
ROUND THE VALUE TO THE NEAREST YEAR
0-50 YEARS
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HK063_2 AGE EXPECT TO REC BENEFITS-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W035A Ref 2000: G4014_2
PENSION TYPE A - FORMULA
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
96. ALREADY RECEIVING ALL BENEFITS
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HK064_2 FORM OF EXPECTED BENEFITS-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W036A Ref 2000: G4015_2
PENSION TYPE A - FORMULA
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
..................................................................................
1. PERCENT OF PAY
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piSecAStartInterviewA009_SelfPrxy = SLF)
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (W036A = PERCENTOFPAY)
HK065_2 EXPECTED BENEFIT-PCT FINAL PAY-2
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W037A Ref 2000: G4016_2
PENSION TYPE A - FORMULA
IWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
998. DK (Don't Know)
999. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HK066_2 AMOUNT OF EXPECTED BENEFITS-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W038A Ref 2000: G4017_2
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: How much do you expect to receive?
DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HK067_2 EXPECTED BENEFITS PER-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W039A Ref 2000: G4018_2
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HK068_2 AMOUNT OF EXPECTED BENEFITS- MIN-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
..................................................................................
18167 Blank. INAP (Inapplicable)
HK069_2 AMOUNT OF EXPECTED BENEFITS- MAX-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J134_
..................................................................................
18167 Blank. INAP (Inapplicable)
HK070_2 AMOUNT OF EXPECTED BENEFITS- RESULT-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J135_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK071_2 EXPECTED BENEFITS-LUMP SUM-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W041A Ref 2000: G4020_2
PENSION TYPE A - FORMULA
IWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND ((piWhichSection < 4) AND (W001A <> REFUSAL))
HK072_2 EARLIEST AGE LEAVE/REC PENSION-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK.W042EarlyAgeRecPen Ref 2000: G4028_2
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
1-80 AGE
95 NO AGE REQUIREMENT
..................................................................................
1 55. Age
1 65. Age
2 95. NO AGE REQUIREMENT
98. DK (Don't Know)
99. RF (Refused)
18163 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HK029_3 TYPE OF PENSION PLAN-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK.W001A Ref 2000: G3994_3
(I would like to know about the type of the most important pension or
retirement plan you had./Now I have some questions about the next most
important of these plans.)
I would like to know what type of plan this was.
(In some retirement plans, call them Type A, benefits are usually based on a
formula involving age, years of service and salary. In other plans, call them
Type B, money is accumulated in an account for you.) Was your plan Type A or
Type B?
IWER: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY
PURCHASE PLANS, AND CASH BALANCE PLANS ARE ALL TYPE B RETIREMENT PLANS
TYPE A PLANS ARE OFTEN CALLED 'DEFINED BENEFIT' PLANS
TYPE B PLANS ARE OFTEN CALLED 'DEFINED CONTRIBUTION'
..................................................................................
1. TYPE A
2. TYPE B
3. BOTH TYPES
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HK030_3 AMOUNT IN PENSION WHEN LEFT-B
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W002A Ref 2000: G3995_3
PENSION TYPE B - ACCOUNT
(For this part of your pension where money is accumulated in an account, how
/How) much money was in your account when you left that
(business/employer/job)?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
999998. DK (Don't Know)
999999. RF (Refused)
18167 Blank. INAP (Inapplicable)
HK031_3 AMOUNT IN PENSION WHEN LEFT-B - MIN
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W003A
W003A-W005A Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
18167 Blank. INAP (Inapplicable)
HK032_3 AMOUNT IN PENSION WHEN LEFT-B - MAX
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W004A
..................................................................................
18167 Blank. INAP (Inapplicable)
HK033_3 AMOUNT IN PENSION WHEN LEFT-B - RESULT
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W005A
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HK034_3A DISPOSITION OF PENSION-B
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G3996_3
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HK034_3B DISPOSITION OF PENSION-B
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G3996_3
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (W006B.CARDINAL <> 1)
HK035_3 AMOUNT LEFT IN OLD ACCOUNT-B
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W008A
PENSION TYPE B - ACCOUNT
How much money did you leave in the old account to accumulate?
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HK036_3 AMOUNT IN PENSION NOW-B
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W009A Ref 2000: G3997_3
PENSION TYPE B - ACCOUNT
How much is in that account now?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
99998. DK (Don't Know)
99999. RF (Refused)
18167 Blank. INAP (Inapplicable)
HK037_3 AMOUNT IN PENSION NOW-B - MIN
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W010A
W010A-W012A Unfolding Sequence
Question text: Does it amount to less than $______, more than $______, or
what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
18167 Blank. INAP (Inapplicable)
HK038_3 AMOUNT IN PENSION NOW-B - MAX
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W011A
..................................................................................
18167 Blank. INAP (Inapplicable)
HK039_3 AMOUNT IN PENSION NOW-B - RESULT
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W012A
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HK040_3 AMOUNT CONVERTED TO ANNUITY-B
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W013A
PENSION TYPE B - ACCOUNT
How much did you convert to annuity?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HK041_3 AGE WHEN ANNUITY STARTED-B
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W014A Ref 2000: G3998_3
PENSION TYPE B - ACCOUNT
How old were you when you started receiving the benefits from that annuity?
IWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE THEY WILL
BEGIN, AND NOTE THIS IN COMMENT BOX
..................................................................................
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HK042_3 AMOUNT OF ANNUITY-B
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W015A Ref 2000: G3999_3
PENSION TYPE B - ACCOUNT
How much are the benefits per month or year?
IWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
AMOUNT:
..................................................................................
99998. DK (Don't Know)
99999. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (CONVERTTOANNUITY IN W006B)
AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL))
HK043_3 AMOUNT OF ANNUITY PER-B
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W016A Ref 2000: G4000_3
PENSION TYPE B - ACCOUNT
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK044_3 AMOUNT OF PENSION ROLLOVER-B
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W018A
PENSION TYPE B - ACCOUNT
How much did the rollover amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((TRANSFERREDTONEWEMPLOYER IN W006B) AND (W006B.CARDINAL <> 1))
HK045_3 AMOUNT OF TRANSFER-B
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W019A
PENSION TYPE B - ACCOUNT
How much did the transfer amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HK046_3A DISPOSITION OF PENSION-A
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4002013
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HK046_3B DISPOSITION OF PENSION-A
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4002013
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HK047_3 MONTH START RECEIVING BENEFITS-A
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W023A Ref 2000: G4003_3
PENSION TYPE A - FORMULA
In what month and year did you start to receive these benefits?
MONTH:
..................................................................................
1. JAN
2. FEB
3. MAR
4. APR
5. MAY
6. JUN
7. JUL
8. AUG
9. SEP
10. OCT
11. NOV
12. DEC
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HK048_3 YEAR START RECEIVING BENEFITS-A
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W024A Ref 2000: G4004_3
PENSION TYPE A - FORMULA
(In what month and year did you start to receive these benefits?)
YEAR:
..................................................................................
9998. DK (Don't Know)
9999. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK049_3 AMOUNT OF BENEFITS
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W025A Ref 2000: G4005_3
PENSION TYPE A - FORMULA
How much are the benefits per month or year?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
99998. DK (Don't Know)
99999. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HK053_3 AMOUNT OF BENEFITS PER
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W026A Ref 2000: G4006_3
PENSION TYPE A - FORMULA
(How much are the benefits per month or year?)
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HK050_3 AMOUNT OF PENSION BENEFITS - MIN
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Do they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
..................................................................................
18167 Blank. INAP (Inapplicable)
HK051_3 AMOUNT OF PENSION BENEFITS - MAX
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J117_
..................................................................................
18167 Blank. INAP (Inapplicable)
HK052_3 AMOUNT OF PENSION BENEFITS - RESULT
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J118_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HK054_3 ADJUSTED FOR COST OF LIVING
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W028A Ref 2000: G4008_3
PENSION TYPE A - FORMULA
Are the benefits adjusted for changes in the cost of living?
..................................................................................
1. YES
5. NO
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK055_3 EVER ADJUSTED FOR COST OF LIVING
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W029A
PENSION TYPE A - FORMULA
Have they ever been adjusted for changes in the cost of living?
..................................................................................
1. YES
5. NO
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HK059_3 AMOUNT OF CASH SETTLEMENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W030A Ref 2000: G4010_3
PENSION TYPE A - FORMULA
How much did the cash settlement amount to?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HK056_3 AMOUNT OF CASH SETTLEMENT - MIN
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
..................................................................................
18167 Blank. INAP (Inapplicable)
HK057_3 AMOUNT OF CASH SETTLEMENT - MAX
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J124_
..................................................................................
18167 Blank. INAP (Inapplicable)
HK058_3 AMOUNT OF CASH SETTLEMENT - RESULT
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J125_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK060_3A WHAT R DID W/ CASH
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4011013
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK061_3 AMOUNT OF ROLLOVER-A
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W033A Ref 2000: G4012_3
PENSION TYPE A - FORMULA
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piWhichSection <> 1)
HK062_3 NUMBER OF YEARS IN PLAN
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W034A Ref 2000: G4013_3
PENSION TYPE A - FORMULA
How many years altogether were you included in this plan?
IWER: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN
ROUND THE VALUE TO THE NEAREST YEAR
0-50 YEARS
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HK063_3 AGE EXPECT TO REC BENEFITS
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W035A Ref 2000: G4014_3
PENSION TYPE A - FORMULA
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
96. ALREADY RECEIVING ALL BENEFITS
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HK064_3 FORM OF EXPECTED BENEFITS
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W036A Ref 2000: G4015_3
PENSION TYPE A - FORMULA
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
..................................................................................
1. PERCENT OF PAY
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piSecAStartInterviewA009_SelfPrxy = SLF)
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (W036A = PERCENTOFPAY)
HK065_3 EXPECTED BENEFIT-PCT FINAL PAY
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W037A Ref 2000: G4016_3
PENSION TYPE A - FORMULA
IWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
998. DK (Don't Know)
999. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HK066_3 AMOUNT OF EXPECTED BENEFITS
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W038A Ref 2000: G4017_3
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: How much do you expect to receive?
DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
9998. DK (Don't Know)
9999. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HK067_3 EXPECTED BENEFITS PER
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W039A Ref 2000: G4018_3
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HK068_3 AMOUNT OF EXPECTED BENEFITS - MIN
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
..................................................................................
18167 Blank. INAP (Inapplicable)
HK069_3 AMOUNT OF EXPECTED BENEFITS - MAX
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J134_
..................................................................................
18167 Blank. INAP (Inapplicable)
HK070_3 AMOUNT OF EXPECTED BENEFITS - RESULT
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J135_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HK071_3 EXPECTED BENEFITS-LUMP SUM
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W041A Ref 2000: G4020_3
PENSION TYPE A - FORMULA
IWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND ((piWhichSection < 4) AND (W001A <> REFUSAL))
HK072_3 EARLIEST AGE LEAVE/REC PENSION
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK.W042EarlyAgeRecPen Ref 2000: G4028_3
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
1-80 AGE
95 NO AGE REQUIREMENT
..................................................................................
95. NO AGE REQUIREMENT
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
HK073 EVER ON LAYOFF/UNEMPLOYMENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BK_PENSIONLOOP.K035_ Ref 2000: G4030
Over the last 10 years, since 1992, have you ever been on temporary layoff, or
unemployed and looking for work?
IWER: INCLUDE CURRENT PERIOD IF R IS NOW LOOKING FOR WORK
..................................................................................
13 1. YES
40 5. NO
8. DK (Don't Know)
9. RF (Refused)
18114 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K035_ <> NO) AND K035_ <> NONRESPONSE)
HK074 EVER ON LAYOFF/UNEMPLOYMENT- # OF TIMES
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BK_PENSIONLOOP.K036_ Ref 2000: G4051
How many times have you been on temporary layoff or unemployed and looking for
work?
# OF TIMES:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
13 1 5 2.38 1.26 18154
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8. DK (Don't Know)
9. RF (Refused)
HVERSION 2002 DATA RELEASE VERSION
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
..................................................................................
18167 2. Second Data Release
HQNR BLAISE IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 11 Decimals: 0
..................................................................................
18167 00000300010-21347900020. Blaise Identification Number
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